异动解读 | 杰富瑞下调沾品画板评级,Pinterest股价盘中大跌5.09%

异动解读
13 Jan

Pinterest股价于2025年1月13日周一上午盘中大跌5.09%,引起了市场的广泛关注。

投资银行杰富瑞将画板Pinterest的股票评级从"买入"下调至"持有",目标价从40美元下调至32美元。杰富瑞分析认为,Pinterest新推出的产品如Performance+,难以在短期内推动其2025年第一季度的营收增长。

杰富瑞警告称,Pinterest与亚马逊、谷歌等第三方的合作关系,其对营收增长的助力低于预期。由于基础设施成本优化力度放缓,利润率扩张步伐也可能趋缓。画板从实验性品牌广告预算转向大规模长期投放,仍面临挑战。

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